Bikin malu lah kalau jatuh lagi...

https://www.theedgemarkets.com/article/pos-malaysia-revises-rates-registered-mail-commercial-mail-and-small-parcels-below-2kg

Volume start to kick in. Hope this is the beginning of the next upcycle

For comparison Standard mail up to 50 gram:

1)Singapore : RM 0.90-1.10 (2016 figure)
2) Philippines : RM 1.50- 2.00 (2016 figure)
3) Malaysia : RM 0.40-0.70 (2019 figure)

Does it makes sense?

It noted that the last postal tariff increase was in 2010, when regular postage approximately doubled. The price for standard mail weighing up to 20 grammes was revised from 30 sen to 50 sen, and for up to 50 grammes, the price was revised from 40 sen to 70 sen.

“If Pos Malaysia is able to negotiate a postal tariff hike by slightly more than 50 per cent (circa RM0.90 to RM1.05 for standard mail), our analysis shows that it could easily see a doubling of its total net core profits in FY17 (compared with FY15 at RM102 million),” it projected.

Comparatively, it noted that standard postal letter (below 50 grammes) rates in Singapore are between RM0.90 to RM1.10, while the priciest postal rates in Asean which is in the Philippines is between RM1.50 and RM2.

Someone wants to collect cheap ticket.....

Once collected enough, the train will depart and no turning back...

https://www.theedgemarkets.com/article/pos-malaysia-awaits-official-details-postal-tariff-hike-govt

http://www.astroawani.com/berita-malaysia/peningkatan-tarif-perkhidmatan-pos-malaysia-mampu-tingkat-prestasi-kewangan-224232

Accumulate.....

Accumulate

Bank Muamalat is 70% owned by DRBHicom

Collect again....

https://www.google.com.my/amp/s/amp.theguardian.com/world/2019/sep/25/un-universal-postal-union-mail-deal-trump

Enjoy

Rebound

Nice

Good news.....

Alibaba connection apparently. Have a look:

https://www.scmp.com/business/companies/article/2189442/alibaba-buy-stake-parcel-delivery-firm-sto-express-46-billion

Based on annual report, next QR tentatively will be on 20th Aug 2019

winbigbursa.... youre most welcome. Hopefully history repeats itself!!

For this cycle, we are in the second month. 13-16 months more to reach the peak based on previous cycle? Time will tell. Good luck all

Looking at the monthly chart, if history is the best guidance... the uptrend in POS has just started.

Each uptrend cycle will take 15-18 months to reach its peak (RM 6.05 in Nov 2013 and RM 5.66 in Nov 2017)

83+% held by funds.... and dividend paying counter. Dumb dumb hold!!

Dumb dumb hold....

Have faith.... great move is in the making.....

Mr X wants more.....

Interesting news on LTKM privatization move.

Wonder how it will impact Teoseng. Using the same P/E ratio of LTKM offer price at 1.35,
that implies that Teoseng value of 1.27

But then:
1) Teo Seng is bigger than LTKM. Revenue more than double vs LTKM
2) Teoseng recent profit margin is bigger than LTKM
3) Teo Seng recently paid more dividend vs LTKM

Could the move by LTKM bring more attention to Teoseng?? I would think so....

Well done POS

1.68-1.70 support tested.... and rebounded strongly today

Brighter days ahead.... Mr X wants more.... slowly reload!!

Up more than 50% over 6 weeks....impressive run. Cannot be achieved without big players inside

Retracement is needed for long term up trend stability....absorb sellers before slowly inching up again....

Close to support level of 1.68-1.70 now....

Slowly reload

Continue hold. Very light counter....easily pushed up when the time comes...... expecting better quarter results going forward.

The Edge has a lot of coverage on this counter and its subsidiary over the past 3 months. Looks like the worst is behind them

Next week looking good for this counter

EPF starts buying from MrX?

No news is good news...

POS keep going up further.....

Mr X wants more!!!

Tariff hike ka

Just notice that POS Malaysia share price take off from 1.52 the same day as the new charges take effect i.e 01/07/2019

A good news I suppose...

From POS’s FB Page.

The changes of rates based on chages of zone by below :

Zone 1 : within klang Valley
Zone 2 : Between-State (Peninsular)
Zone 3 : Within-State (Peninsular / Sabah & Sarawak)
Zone 4 : Peninsular Malaysia to Sabah/Sarawak
Zone 5 :Sabah/Sarawak to Peninsular Malaysia
Sarawak ↔ Sabah

You may check the postage charges by link below.

https://pos.com.my/postal-services/quick-access/?calculate-postage

Refuse to go down. Good.

Mr X wants more!!

Hahaha.... indeed we are part of it.

But by the volume that POS has been trading since last month..... there is a powerful ‘hidden’ force in this counter at this moment

Epf sold a lot of shares at low price to Mr X....

On the way up, Epf use members money to buy back from the market, including from Mr X....

Mr X sure win big money in this case....

Big Question: Who is Mr X??

Last financial year loss but still can give dividend 4 sen per share....
Dumb dumb hold !

https://youtu.be/mRcp8dLa0_A

I saw a recent interview of POS Head of Operation in TV.

He said this year 3 weeks into the fasting month, they have processed 8.2 million parcels. Last year, throughout the whole fasting month (4 weeks), the already processed 6.9 million parcels delivery.

YoY growth is about 20%. Impressive.

Now, he also mentioned that the parcel delivery to rural areas has noticably increase this year as more people buy online.

POS covers the most area in Malaysia and POS is king in last mile delivery especially to rural areas.

IPC 1 expansion in Shah Alam completed. Parcel handling capacity more than doubled to 300,000 per day.

In 2 months time, IPC in KLIA will be completed. Handling capacity increase further to 500,000 per day.

Postal tariff hike around the corner. Ecommerce & DFTZ on the cusp of exponential growth. Market leader for logistics in Malaysia.

Price at rock bottom low. Look at 10 year chart. Price ranging around RM1.20 to around RM 6.00 over several cycles. Current price at low end of the range. No brainer....close eye buy and keep for long term. Multibagger in the making!!

https://klgadgetguy.com/2019/06/20/shopee-launches-an-express-delivery-service-shopee24-and-its-7-7-orange-madness-campaign/

1.22 lowest this cycle?

The future of ecommerce is bright.

https://www.google.com.my/amp/s/amp.scmp.com/property/hong-kong-china/article/3012849/blackstone-buys-logistics-assets-singapores-glp-record

Ecommerce expanding at double digit growth.
POS IPC expansion at Shah Alam and Sepang (completing soon) will double their handling capacity.
POS is definitely a market leader in this segment.

After kitchen sinking quarter, can expect brighter days ahead. At this price, almost buying at the bottom of the price cycle.

What a bargain to consider for a long term investment. Tightly held by intstitution with less than 20% free float

Buy for longterm. Almost at historical low since listing

Still steady

Quietly up

Very fast PP application and approval. Good.

Interesting to note that in March 2019, AffinHwang TP for Jaks is 90 sen.

In April 2019, AffinHwang increase TP for Jaks to 1.00 even after the proposed PP citing benefit of lower execution override dilution effect.

And based on AffinHwang projection, EPS for 2019, 2020,2021 are 16.9 sen, 19.7 sen , 20.7 sen.

PER less than 5. Interesting!! Lower execution risk is key as the construction progress is at rapid pace now.

Have faith and good luck all!!

Wahh... really impressive construction progress vs last status. Really follows S-curve.

At this rate, looks like handover date can be earlier for phase 1 and 2. I think, CPECC most likely underpromised, but will over deliver.